Skip to content
Disclosery

SOA Wealth Advisors, LLC.: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOA Wealth Advisors, LLC. on AVGO, newest first. How the timeline and the estimate are built.

SOA Wealth Advisors, LLC. held 18,407 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,407 shares
    Change vs previous 13F +1,140 shares

    0.17% of the 13F portfolio, value $1,014,597.

    13F-HR 0001376474-26-000503 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,267 shares
    Change vs previous 13F -378 shares

    0.15% of the 13F portfolio, value $772,449.

    13F-HR 0001376474-26-000388 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,645 shares
    Change vs previous 13F +678 shares

    0.17% of the 13F portfolio, value $992,821.

    13F-HR 0001376474-26-000055 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,967 shares
    Change vs previous 13F +547 shares

    0.12% of the 13F portfolio, value $723,540.

    13F-HR 0001376474-25-000852 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,420 shares
    Change vs previous 13F -1,801 shares

    0.09% of the 13F portfolio, value $456,167.

    13F-HR 0001376474-25-000638 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,221 shares
    Change vs previous 13F +17,165 shares

    0.05% of the 13F portfolio, value $248,242.

    13F-HR 0001376474-25-000332 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 1,056 shares
    Change vs previous 13F +355 shares

    0.05% of the 13F portfolio, value $244,842.

    13F-HR/A 0001376474-25-000162 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 701 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $120,873.

    13F-HR/A 0001376474-24-000711 filed by SOA Wealth Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).